Beaird Harris Wealth Management, LLC
DALLAS TX · SEC CIK 0001908938
$15.96亿2026Q2 申报市值
700持仓数
59.9%前十大占比 · 第一大 9.6%
70 / 60新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AVLC 加仓+$871.20万
DFGP 加仓+$602.83万
VSDB 加仓+$529.32万
DFSD 加仓+$428.46万
VSDM 加仓+$375.88万
2026Q2 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$416.27万
DIMENSIONAL ETF 减仓-$383.28万
DIMENSIONAL ETF 减仓-$199.32万
VTIP 减仓-$192.14万
AVEM 减仓-$173.95万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GSIE | GOLDMAN SACHS ETF TR | $11.03万 | 0.01% | 2,414 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $10.96万 | 0.01% | 2,982 | 1,924 | 181.9% | $7.07万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $10.85万 | 0.01% | 1,183 | 3 | 0.3% | $275 | 加仓 |
| ONDS | ONDAS INC | $10.09万 | 0.01% | 12,250 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $10.03万 | 0.01% | 642 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $9.93万 | 0.01% | 760 | 370 | 94.9% | $4.83万 | 加仓 |
| GOVT | ISHARES TR | $9.84万 | 0.01% | 4,320 | 1,594 | 58.5% | $3.63万 | 重新持有 |
| AGG | ISHARES TR | $9.77万 | 0.01% | 988 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $9.63万 | 0.01% | 1,349 | -40 | -2.9% | -$2,857 | 减仓 |
| TJX | TJX COS INC NEW | $9.54万 | 0.01% | 630 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $9.46万 | 0.01% | 1,077 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $9.33万 | 0.01% | 2,530 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $9.27万 | 0.01% | 592 | 164 | 38.3% | $2.57万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $9.26万 | 0.01% | 1,607 | 4 | 0.2% | $230 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $9.18万 | 0.01% | 316 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $9.09万 | 0.01% | 1,037 | 255 | 32.6% | $2.24万 | 加仓 |
| USMV | ISHARES TR | $8.77万 | 0.01% | 909 | 536 | 143.7% | $5.17万 | 加仓 |
| KLAC | KLA CORP | $8.75万 | 0.01% | 290 | -50 | -14.7% | -$1.51万 | 减仓 |
| DHR | DANAHER CORP DEL | $8.61万 | 0.01% | 452 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $8.55万 | 0.01% | 18,500 | 5,000 | 37.0% | $2.31万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $8.46万 | 0.01% | 204 | 68 | 50.0% | $2.82万 | 加仓 |
| C | CITIGROUP INC | $8.31万 | 0.01% | 594 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $8.21万 | 0.01% | 667 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $8.19万 | 0.01% | 5,451 | 929 | 20.5% | $1.40万 | 加仓 |
| QUS | SPDR SERIES TRUST | $7.81万 | 0.00% | 418 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $7.67万 | 0.00% | 1,067 | 0 | 0.0% | — | 不变 |
| QQQE | DIREXION SHARES ETF TRUST | $7.61万 | 0.00% | 624 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $7.61万 | 0.00% | 987 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $7.55万 | 0.00% | 588 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $7.54万 | 0.00% | 872 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $7.40万 | 0.00% | 802 | 399 | 99.0% | $3.68万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $7.34万 | 0.00% | 1,777 | 304 | 20.6% | $1.26万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $7.29万 | 0.00% | 143 | 95 | 197.9% | $4.84万 | 加仓 |
| BA | BOEING CO | $7.10万 | 0.00% | 328 | -402 | -55.1% | -$8.71万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $6.97万 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $6.92万 | 0.00% | 506 | 247 | 95.4% | $3.38万 | 加仓 |
| — | STRATEGY INC | $6.55万 | 0.00% | 1,113 | 25 | 2.3% | $1,471 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $6.47万 | 0.00% | 1,912 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $6.43万 | 0.00% | 709 | -5 | -0.7% | -$454 | 减仓 |
| WMB | WILLIAMS COS INC | $6.38万 | 0.00% | 858 | 403 | 88.6% | $3.00万 | 加仓 |
| NI | NISOURCE INC | $6.31万 | 0.00% | 1,328 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $6.24万 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| IQDG | WISDOMTREE TR | $6.20万 | 0.00% | 1,440 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $6.15万 | 0.00% | 495 | 495 | — | $6.15万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $6.14万 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| BAI | BLACKROCK ETF TRUST | $5.91万 | 0.00% | 1,120 | 1,120 | — | $5.91万 | 新建仓 |
| SNDA | SONIDA SENIOR LIVING INC | $5.90万 | 0.00% | 1,447 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $5.83万 | 0.00% | 1,825 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $5.76万 | 0.00% | 9,886 | 0 | 0.0% | — | 不变 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $5.65万 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $5.60万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $5.26万 | 0.00% | 662 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC | $5.16万 | 0.00% | 1,550 | 0 | 0.0% | — | 不变 |
| VFQY | VANGUARD WELLINGTON FD | $5.14万 | 0.00% | 302 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $5.14万 | 0.00% | 352 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $5.05万 | 0.00% | 655 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $4.90万 | 0.00% | 946 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $4.80万 | 0.00% | 854 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $4.78万 | 0.00% | 445 | -200 | -31.0% | -$2.15万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $4.78万 | 0.00% | 508 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $4.67万 | 0.00% | 65 | 12 | 22.6% | $8,619 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $4.59万 | 0.00% | 466 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $4.41万 | 0.00% | 1,260 | -262 | -17.2% | -$9,178 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $4.41万 | 0.00% | 875 | 875 | — | $4.41万 | 新建仓 |
| MLPA | GLOBAL X FDS | $4.36万 | 0.00% | 821 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $4.34万 | 0.00% | 453 | 0 | 0.0% | — | 不变 |
| CORO | BLACKROCK ETF TRUST | $4.32万 | 0.00% | 1,180 | 1,180 | — | $4.32万 | 新建仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $4.27万 | 0.00% | 1,644 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES TR | $4.24万 | 0.00% | 370 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $4.23万 | 0.00% | 349 | 349 | — | $4.23万 | 新建仓 |
| MS | MORGAN STANLEY | $4.22万 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $4.21万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $4.18万 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| IDEF | BLACKROCK ETF TRUST | $4.06万 | 0.00% | 1,276 | 1,276 | — | $4.06万 | 新建仓 |
| TSN | TYSON FOODS INC | $4.02万 | 0.00% | 703 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $4.00万 | 0.00% | 1,628 | 544 | 50.2% | $1.34万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $3.97万 | 0.00% | 962 | 962 | — | $3.97万 | 新建仓 |
| HEFA | ISHARES TR | $3.93万 | 0.00% | 837 | 0 | 0.0% | — | 不变 |
| — | SPROTT FDS TR | $3.91万 | 0.00% | 780 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $3.76万 | 0.00% | 480 | -3 | -0.6% | -$235 | 减仓 |
| HSY | HERSHEY CO | $3.70万 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $3.67万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $3.65万 | 0.00% | 2,186 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $3.63万 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $3.51万 | 0.00% | 697 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $3.50万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| — | ETF OPPORTUNITIES TRUST | $3.44万 | 0.00% | 4,004 | 0 | 0.0% | — | 不变 |
| RIOT | RIOT PLATFORMS INC | $3.42万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| NUTX | NUTEX HEALTH INC | $3.42万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $3.38万 | 0.00% | 358 | 358 | — | $3.38万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $3.38万 | 0.00% | 784 | 784 | — | $3.38万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $3.38万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $3.38万 | 0.00% | 446 | -50 | -10.1% | -$3,790 | 减仓 |
| NEO | NEOGENOMICS INC | $3.25万 | 0.00% | 2,225 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $3.21万 | 0.00% | 230 | 223 | 3,185.7% | $3.12万 | 加仓 |
| — | DIGITALBRIDGE GROUP INC | $3.16万 | 0.00% | 2,003 | 2 | 0.1% | $32 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $3.13万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $3.12万 | 0.00% | 1,739 | 1,239 | 247.8% | $2.22万 | 加仓 |
| BX | BLACKSTONE INC | $3.08万 | 0.00% | 262 | -81 | -23.6% | -$9,531 | 减仓 |
| BOND | PIMCO ETF TR | $3.07万 | 0.00% | 333 | 333 | — | $3.07万 | 新建仓 |